relocation-planner
relocation-planner
A thin orchestration layer over the planfi MCP (https://ai.planfi.app/mcp/free). All math + financial logic live server-side. This skill only gathers inputs and calls the tools — it does not compute anything locally, carries no business logic, math, or defaults, and is read-only (it never changes the user's data). The server is the source of truth.
Step 0 — Make sure the planfi tools are connected
This skill uses these tools (may be namespaced, e.g. mcp__planfi__generate_financial_plan):
analyze_relocation, analyze_multi_state_part_year_tax (the transition-year / part-year split), plus optional generate_financial_plan (to mint a plan_id for chaining + a share_url).
Use whichever name your environment exposes (bare or mcp__planfi__-prefixed); below they are written bare.
If they're NOT available, tell the user to connect the MCP, then continue:
claude mcp add --transport http planfi https://ai.planfi.app/mcp/free